13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001539948
申報總市值
US$14.1億
US$14.1億
231 檔
15.1%
在 Q4 2024 的 13F 官方備案中，United Asset Strategies, Inc. 管理的美股投資組合規模來到 US$14.1億，整體持股檔數為 231 檔。
在 Q4 2024 期間，United Asset Strategies, Inc. 展現了靈活的資產再平衡步調，透過出清 4 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
在資產配置集中度方面，United Asset Strategies, Inc. 的前 5 大核心持股（包含 XLK, AAPL, AMZN 等）合計佔整體申報市值的 15.1%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 231 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.11% | -0.35% | -0.71% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.00% | +1.25% | -6.14% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.99% | +0.10% | +1.33% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | +0.19% | +1.86% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.64% | +0.54% | +1.94% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.18% | +0.35% | +1.39% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.58% | -0.22% | +0.01% | |
| 8 | MRVL | Marvell Technology Inc | 股票-科技 | 2.23% | +0.02% | NEW | |
| 9 | NOW | Servicenow Inc | 股票-科技 | 2.17% | -0.03% | +0.50% | |
| 10 | ETR | Entergy CORP | 股票-公用事業 | 2.03% | -0.06% | +98.93% | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.92% | -0.30% | +1.08% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.89% | -0.18% | -33.78% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.85% | -0.11% | +1.66% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | -0.66% | -0.69% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.54% | +0.21% | +103.21% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.45% | +0.06% | -0.30% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工業 | 1.41% | -0.35% | +2.44% | |
| 18 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.38% | -0.14% | +0.80% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.38% | -0.23% | +24.18% | |
| 20 | PH | Parker Hannifin CORP | 股票-工業 | 1.36% | -0.01% | -0.15% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 1.35% | -0.79% | +3.20% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.30% | -0.11% | +4.28% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.28% | -0.19% | +1.34% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.28% | — | -1.61% | |
| 25 | WM | Waste Management Inc | 股票-工業 | 1.19% | -0.05% | +1.55% | |
| 26 | ECL | Ecolab Inc | 股票-原物料 | 1.18% | -0.06% | +0.97% | |
| 27 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.14% | -0.01% | +5.15% | |
| 28 | CI | THE Cigna Group | 股票-醫療保健 | 1.14% | — | -6.69% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.12% | -0.02% | +0.39% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.11% | +0.12% | +7.63% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.09% | -0.85% | +2.41% | |
| 32 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.05% | +0.01% | +2.79% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.01% | — | +225.33% | |
| 34 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.93% | -0.01% | +7.66% | |
| 35 | PM | Philip Morris International | 股票-非循環性消費 | 0.91% | -0.01% | +0.91% | |
| 36 | MCK | Mckesson CORP | 股票-醫療保健 | 0.88% | -0.17% | +3.64% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.88% | -0.71% | +0.40% | |
| 38 | XLF | Ss Financial Select Sector | ETF-其他 | 0.85% | -0.35% | +20.20% | |
| 39 | TER | Teradyne Inc | 股票-科技 | 0.81% | +0.07% | NEW | |
| 40 | SYF | Synchrony Financial | 股票-金融 | 0.81% | — | -1.94% | |
| 41 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.79% | -0.15% | +0.16% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.78% | -0.07% | +2.60% | |
| 43 | AIG | American International Group | 股票-金融 | 0.73% | -0.07% | -17.03% | |
| 44 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.72% | +0.11% | +2.82% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.71% | -0.27% | +0.87% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.71% | — | +1.59% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.62% | -0.05% | +0.84% | |
| 48 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.62% | -0.10% | -1.80% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.41% | +0.03% | |
| 50 | O | Realty Income CORP | 股票-房地產 | 0.55% | -0.64% | +4.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +0.9% | +7.08% | 加碼 |
| 2 | XLV | Ss Health Care Select Sector | +0.7% | +225.33% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.6% | +1.33% | 加碼 |
| 4 | LNG | Cheniere Energy Inc | +0.5% | NEW | 新建倉 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.39% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.4% | +1.94% | 加碼 |
| 7 | NOW | Servicenow Inc | +0.3% | +0.50% | 加碼 |
| 8 | KMI | Kinder Morgan, Inc. | +0.3% | +0.80% | 加碼 |
| 9 | ETR | Entergy CORP | +0.2% | +98.93% | 加碼 |
| 10 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +24.18% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -0.69% | 減碼 |
| 12 | XLF | Ss Financial Select Sector | +0.2% | +20.20% | 加碼 |
| 13 | DDOG | Datadog Inc - Class A | +0.2% | +133.07% | 加碼 |
| 14 | SYF | Synchrony Financial | +0.2% | -1.94% | 減碼 |
| 15 | EW | Edwards Lifesciences CORP | +0.2% | +5.15% | 加碼 |
| 16 | SCHW | Schwab (charles) CORP | +0.2% | +1.34% | 加碼 |
| 17 | TSLA | Tesla Inc | +0.1% | -0.99% | 減碼 |
| 18 | MCK | Mckesson CORP | +0.1% | +3.64% | 加碼 |
| 19 | MA | Mastercard Inc - A | +0.1% | +1.66% | 加碼 |
| 20 | BAC | Bank Of America CORP | +0.1% | -0.30% | 減碼 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +103.21% | 加碼 |
| 22 | LPLA | Lpl Financial Holdings Inc | +0.1% | -0.22% | 減碼 |
| 23 | AVGO | Broadcom Inc | +0.1% | +1.40% | 加碼 |
| 24 | DIS | Walt Disney Co/the | +0.1% | +0.84% | 加碼 |
| 25 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建倉 |
| 26 | J | Jacobs Solutions Inc | +0.1% | +19.91% | 加碼 |
| 27 | XLK | Ss Technology Select Sector | 0% | -0.71% | 減碼 |
| 28 | MPWR | Monolithic Power Systems Inc | -0.1% | EXIT | 清倉 |
| 29 | NEE | Nextera Energy Inc | -0.1% | -23.06% | 減碼 |
| 30 | AMTM | Amentum Holdings Inc | -0.1% | EXIT | 清倉 |
| 31 | O | Realty Income CORP | -0.1% | +4.32% | 加碼 |
| 32 | CTAS | Cintas CORP | -0.1% | -49.03% | 減碼 |
| 33 | AMAT | Applied Materials Inc | -0.1% | -28.65% | 減碼 |
| 34 | MDLZ | Mondelez International Inc-a | -0.1% | -42.87% | 減碼 |
| 35 | ECL | Ecolab Inc | -0.1% | +0.97% | 加碼 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | +0.40% | 加碼 |
| 37 | SNPS | Synopsys Inc | -0.1% | -57.50% | 減碼 |
| 38 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | EXIT | 清倉 |
| 39 | BNY | Bank Of New York Mellon CORP | -0.2% | EXIT | 清倉 |
| 40 | AMGN | Amgen Inc | -0.2% | +2.60% | 加碼 |
| 41 | AIG | American International Group | -0.2% | -17.03% | 減碼 |
| 42 | ADBE | Adobe Inc | -0.2% | +3.20% | 加碼 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.2% | +4.28% | 加碼 |
| 44 | LMT | Lockheed Martin CORP | -0.3% | +2.44% | 加碼 |
| 45 | BDX | Becton Dickinson And Co | -0.4% | -84.58% | 減碼 |
| 46 | CI | THE Cigna Group | -0.4% | -6.69% | 減碼 |
| 47 | XLB | Ss Materials Select Sector | -0.4% | -60.44% | 減碼 |
| 48 | JNJ | Johnson & Johnson | -0.5% | -44.79% | 減碼 |
| 49 | EFA | Ishares Msci Eafe ETF | -0.9% | -87.66% | 減碼 |
| 50 | USFR | Wisdomtree Floating Rate Tre | -1% | -33.78% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，United Asset Strategies, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$14.1億，共申報了 231 個公開持股部位。
在 Q4 2024 季度，United Asset Strategies, Inc. 按市值排列的前三大核心持股分別為：XLK (4.1%)、AAPL (4.0%)、AMZN (4.0%)。其中最大持股部位 XLK 佔據整體投資組合約 4.1% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
LNG
市值: US$570.2萬
本季最大獲利了結 / 清倉標的
BNY
前期市值: US$180.6萬
在 Q4 2024 季度中，United Asset Strategies, Inc. 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 26 個部位、減碼 18 個部位以及清倉 4 個部位。 其中最大新建倉標的為 LNG。 本季清倉部位包含 BNY。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。